1834 Investment Advisors Co.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), 1834 Investment Advisors Co. reported 218 stock positions worth $841.4 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 5.1% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 5.1%) and iShares S&P 500 Value ETF (IVE, 4.6%). Compared with Q4 2023, it opened 7 new positions, sold out of 14, added to 65 and reduced 105. The biggest buy was a new position in Kroger (KR) and the biggest sale Apple (AAPL, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Milwaukee, WI
- CIK
- 0001138486
- Portfolio Value
- $841.4M (Q1 2024)
- SEC Filing
- 0001172661-24-001972 ↗ filed May 1, 2024
Holdings Value
Holdings 218 stocks · $841.4M
| IVW iShares S&P 500 Growth ETF | 5.13% | 511,035 | $43.2M | Reduce -4.3% |
| VGSH Vanguard Short-Term Treasury | 5.07% | 734,005 | $42.6M | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 4.64% | 208,943 | $39.0M | Reduce -7.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.53% | 384,172 | $29.7M | Add +3.1% |
| VCIT Vanguard Int-Term Corporate | 3.44% | 359,658 | $29.0M | Add +6.0% |
| VGIT Vanguard Intermediate-Term T | 3.22% | 462,263 | $27.1M | Reduce -2.0% |
| MSFT Microsoft Corp. | 3.21% | 64,169 | $27.0M | Reduce -8.5% |
| AAPL Apple Inc. | 2.73% | 133,847 | $23.0M | Reduce -7.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 2.62% | 241,242 | $22.0M | Reduce -13.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 2.60% | 184,720 | $21.9M | Reduce -9.3% |
| VOO Vanguard S&P 500 ETF | 1.63% | 28,490 | $13.7M | Reduce -7.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.51% | 253,301 | $12.7M | Add +1.7% |
| VZ Verizon Communications Inc. | 1.27% | 254,299 | $10.7M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 1.24% | 89,687 | $10.4M | Reduce -13.1% |
| T AT&T Inc. | 1.21% | 576,482 | $10.1M | Add +4.4% |
| CTRA Coterra Energy Inc. | 1.17% | 352,601 | $9.8M | Reduce -7.3% |
| MRK Merck & Co. Inc. | 1.16% | 73,845 | $9.7M | Reduce -7.3% |
| ABBV Abbvie Inc. | 1.14% | 52,474 | $9.6M | Reduce -32.9% |
| CVX Chevron Corp. | 1.10% | 58,723 | $9.3M | Reduce -10.0% |
| BMY Bristol-Myers Squibb Co. | 1.09% | 169,890 | $9.2M | Add +25.3% |
| GLD SPDR Gold Shares | 1.08% | 44,273 | $9.1M | Reduce -12.6% |
| CVS CVS Health Corp. | 1.05% | 110,666 | $8.8M | Reduce -0.8% |
| PFE Pfizer Inc. | 1.01% | 305,266 | $8.5M | Add +49.9% |
| JNJ Johnson & Johnson | 1.01% | 53,481 | $8.5M | Reduce -9.7% |
| VEA Vanguard Ftse Developed ETF | 1.00% | 167,368 | $8.4M | Add +26.8% |
| MO Altria Group Inc. | 0.96% | 185,437 | $8.1M | Reduce -5.1% |
| WSM Williams-Sonoma Inc. | 0.96% | 25,361 | $8.1M | Reduce -27.2% |
| TFC Truist Financial Corp. | 0.94% | 202,036 | $7.9M | Add +8.7% |
| MCD McDonald's Corp. | 0.91% | 27,282 | $7.7M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.91% | 50,582 | $7.6M | Reduce -12.3% |
| LMT Lockheed Martin Corp. | 0.91% | 16,764 | $7.6M | Add +2.7% |
| CCI Crown Castle Inc. | 0.87% | 69,284 | $7.3M | Add +2.1% |
| UNH Unitedhealth Group Inc. | 0.86% | 14,703 | $7.3M | Reduce -20.3% |
| VIRT Virtu Financial Inc. Class A | 0.86% | 353,187 | $7.2M | Add +15.3% |
| AVGO Broadcom Inc. | 0.84% | 5,328 | $7.1M | Reduce -32.6% |
| QCOM Qualcomm Inc. | 0.84% | 41,526 | $7.0M | Reduce -8.9% |
| CSCO Cisco Systems Inc. | 0.83% | 140,764 | $7.0M | Reduce -14.1% |
| KR Kroger Co. | 0.82% | 121,264 | $6.9M | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.82% | 151,158 | $6.9M | Add +0.3% |
| DOW Dow Inc. | 0.82% | 118,590 | $6.9M | Reduce -15.0% |
| PM Philip Morris International | 0.79% | 72,443 | $6.6M | Reduce -7.8% |
| SDY SS SPDR S&P Dividend ETF | 0.76% | 48,898 | $6.4M | Reduce -0.8% |
| MMM 3M Co. | 0.75% | 59,463 | $6.3M | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 0.74% | 11,912 | $6.3M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.72% | 30,361 | $6.1M | Reduce -34.4% |
| CUBE Cubesmart | 0.72% | 134,093 | $6.1M | Reduce -6.1% |
| WEC WEC Energy Group Inc. | 0.69% | 70,689 | $5.8M | Add +1137.5% |
| VWO Vanguard Ftse Emerging Marke | 0.67% | 134,311 | $5.6M | Reduce -2.9% |
| CMA Comerica Inc. | 0.67% | 101,864 | $5.6M | Reduce -5.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.65% | 75,075 | $5.5M | Add +7.1% |
| PSA Public Storage | 0.64% | 18,490 | $5.4M | Add +9.1% |
| AMZN Amazon.com Inc. | 0.63% | 29,554 | $5.3M | Reduce -17.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.61% | 50,343 | $5.2M | Reduce -11.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.60% | 38,825 | $5.1M | Reduce -12.7% |
| D Dominion Energy Inc. | 0.60% | 102,002 | $5.0M | Add +7.4% |
| FNF Fidelity National Financial | 0.58% | 92,045 | $4.9M | Reduce -13.4% |
| WU Western Union Co. | 0.57% | 343,986 | $4.8M | Add +546.6% |
| CAH Cardinal Health Inc. | 0.55% | 41,425 | $4.6M | Reduce -0.7% |
| CAG Conagra Brands Inc. | 0.55% | 154,977 | $4.6M | Add +5.0% |
| IWF iShares Russell 1000 Growth | 0.54% | 13,493 | $4.5M | Reduce -2.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.50% | 38,273 | $4.2M | Add +7.3% |
| EFA iShares MSCI Eafe ETF | 0.49% | 51,570 | $4.1M | Reduce -1.9% |
| TXN Texas Instruments Inc. | 0.47% | 22,697 | $4.0M | Add +0.6% |
| PG The Procter & Gamble Co. | 0.46% | 24,095 | $3.9M | Reduce -13.9% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.46% | 37,689 | $3.9M | Add +30.2% |
| ALLY Ally Financial Inc. | 0.42% | 87,386 | $3.5M | Add +20.6% |
| LLY Eli Lilly & Co. | 0.41% | 4,401 | $3.4M | Reduce -1.0% |
| INTC Intel Corp. | 0.40% | 77,072 | $3.4M | Reduce -19.6% |
| IWO iShares Russell 2000 Growth | 0.38% | 11,697 | $3.2M | Reduce -0.3% |
| JHG Janus Henderson Group PLC | 0.37% | 95,562 | $3.1M | Add +283.7% |
| IWD iShares Russell 1000 Value E | 0.36% | 17,064 | $3.1M | Reduce -1.2% |
| NVDA Nvidia Corp. | 0.35% | 3,261 | $2.9M | Reduce -34.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 5,400 | $2.8M | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.33% | 11,307 | $2.8M | Reduce -9.5% |
| ABT Abbott Laboratories | 0.32% | 23,712 | $2.7M | Reduce -13.9% |
| BBY Best Buy Co. Inc. | 0.32% | 32,590 | $2.7M | Add +171.1% |
| TSN Tyson Foods Inc. Class A | 0.31% | 44,410 | $2.6M | Add +16.4% |
| HD Home Depot Inc. | 0.31% | 6,702 | $2.6M | Reduce -14.6% |
| XLK SS Technology Select Sector | 0.30% | 12,041 | $2.5M | No change |
| IJH iShares Core S&P Midcap ETF | 0.28% | 38,739 | $2.4M | Reduce -0.3% |
| C Citigroup Inc. | 0.27% | 36,400 | $2.3M | Add +123.0% |
| XLV SS Health Care Select Sector | 0.26% | 14,616 | $2.2M | Reduce -2.7% |
| WTM White Mountains Insurance GP | 0.25% | 1,176 | $2.1M | No change |
| TGT Target Corp. | 0.25% | 11,739 | $2.1M | Reduce -32.0% |
| MDY State Street SPDR S&P Midcap | 0.24% | 3,586 | $2.0M | No change |
| IWM iShares Russell 2000 ETF | 0.21% | 8,538 | $1.8M | No change |
| FAF First American Financial | 0.21% | 29,163 | $1.8M | Add +53.8% |
| FTSM First Trust Enh Short Mat FD | 0.20% | 28,443 | $1.7M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 0.20% | 3,479 | $1.7M | Reduce -36.9% |
| VNQ Vanguard Real Estate ETF | 0.20% | 19,430 | $1.7M | No change |
| V Visa Inc. Class A | 0.19% | 5,832 | $1.6M | Reduce -40.6% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.19% | 30,855 | $1.6M | No change |
| AMD Advanced Micro Devices | 0.19% | 8,650 | $1.6M | Reduce -44.9% |
| LYB Lyondellbasell Indu Class A | 0.18% | 14,694 | $1.5M | Add +9.6% |
| TBIL F/M US Treasury 3 Month Bill | 0.18% | 30,024 | $1.5M | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.17% | 29,393 | $1.4M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 0.16% | 12,464 | $1.4M | Reduce -0.6% |
| SO The Southern Co. | 0.16% | 18,878 | $1.4M | Reduce -11.2% |
| DOCS Doximity Inc. Class A | 0.16% | 49,792 | $1.3M | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.16% | 31,099 | $1.3M | Reduce -7.8% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -7.4% | 2.73% | −0.60 |
| PKG Packaging Corp. of America | Reduce -96.3% | 0.02% | −0.55 |
| WSO Watsco Inc. | Reduce -94.8% | 0.03% | −0.47 |
| ABBV Abbvie Inc. | Reduce -32.9% | 1.14% | −0.31 |
| UNH Unitedhealth Group Inc. | Reduce -20.3% | 0.86% | −0.30 |
| JPM JPMorgan Chase & Co. | Reduce -34.4% | 0.72% | −0.22 |
| AVGO Broadcom Inc. | Reduce -32.6% | 0.84% | −0.21 |
| VRP Invesco Variable Rate Prefer | Reduce -68.6% | 0.10% | −0.21 |
| LOW Lowe's Cos Inc. | Reduce -73.7% | 0.08% | −0.19 |
| MS Morgan Stanley | Reduce -60.5% | 0.12% | −0.19 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -66.1% | 0.09% | −0.18 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -9.3% | 2.60% | −0.18 |
| INTC Intel Corp. | Reduce -19.6% | 0.40% | −0.17 |
| CSCO Cisco Systems Inc. | Reduce -14.1% | 0.83% | −0.15 |
| VGIT Vanguard Intermediate-Term T | Reduce -2.0% | 3.22% | −0.13 |
| BA The Boeing Co. | Reduce -62.0% | 0.05% | −0.13 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.12 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -58.7% | 0.08% | −0.11 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -51.8% | 0.10% | −0.11 |
| V Visa Inc. Class A | Reduce -40.6% | 0.19% | −0.11 |
| BAC Bank of America Corp. | Reduce -53.2% | 0.12% | −0.11 |
| JNJ Johnson & Johnson | Reduce -9.7% | 1.01% | −0.10 |
| TUA Sim St Treas Fut Strat ETF | Sold out | 0.00% | −0.10 |
| DOW Dow Inc. | Reduce -15.0% | 0.82% | −0.10 |
| PM Philip Morris International | Reduce -7.8% | 0.79% | −0.09 |
| AMD Advanced Micro Devices | Reduce -44.9% | 0.19% | −0.09 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -11.5% | 0.61% | −0.09 |
| GS Goldman Sachs Group Inc. | Reduce -77.3% | 0.03% | −0.08 |
| GLD SPDR Gold Shares | Reduce -12.6% | 1.08% | −0.07 |
| CUBE Cubesmart | Reduce -6.1% | 0.72% | −0.07 |
| GM General Motors Co. | Sold out | 0.00% | −0.07 |
| FNF Fidelity National Financial | Reduce -13.4% | 0.58% | −0.07 |
| STAG Stag Industrial Inc. | Reduce -70.6% | 0.03% | −0.06 |
| CVX Chevron Corp. | Reduce -10.0% | 1.10% | −0.06 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -12.7% | 0.60% | −0.06 |
| STWD Starwood Property Trust Inc. | Sold out | 0.00% | −0.06 |
| MMM 3M Co. | Reduce -4.2% | 0.75% | −0.06 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -60.5% | 0.04% | −0.06 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -42.2% | 0.07% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -12.3% | 0.91% | −0.06 |
| CMA Comerica Inc. | Reduce -5.8% | 0.67% | −0.05 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.91% | −0.05 |
| BSCR Invesco Bulletshares 2027 CB | Sold out | 0.00% | −0.05 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.05 |
| ITM Vaneck Intermediate Muni ETF | Reduce -37.8% | 0.08% | −0.05 |
| TGT Target Corp. | Reduce -32.0% | 0.25% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -7.4% | 4.64% | −0.05 |
| ABT Abbott Laboratories | Reduce -13.9% | 0.32% | −0.04 |
| ICF iShares Select U.S. REIT ETF | Reduce -32.5% | 0.08% | −0.04 |
| KEY Keycorp | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| KR Kroger Co. | New | 0.82% | +0.82 |
| WEC WEC Energy Group Inc. | Add +1137.5% | 0.69% | +0.63 |
| WU Western Union Co. | Add +546.6% | 0.57% | +0.50 |
| PFE Pfizer Inc. | Add +49.9% | 1.01% | +0.31 |
| JHG Janus Henderson Group PLC | Add +283.7% | 0.37% | +0.28 |
| BMY Bristol-Myers Squibb Co. | Add +25.3% | 1.09% | +0.26 |
| VEA Vanguard Ftse Developed ETF | Add +26.8% | 1.00% | +0.24 |
| BBY Best Buy Co. Inc. | Add +171.1% | 0.32% | +0.21 |
| C Citigroup Inc. | Add +123.0% | 0.27% | +0.17 |
| VCIT Vanguard Int-Term Corporate | Add +6.0% | 3.44% | +0.15 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +30.2% | 0.46% | +0.14 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.7% | 1.51% | +0.12 |
| VIRT Virtu Financial Inc. Class A | Add +15.3% | 0.86% | +0.12 |
| ALLY Ally Financial Inc. | Add +20.6% | 0.42% | +0.12 |
| TFC Truist Financial Corp. | Add +8.7% | 0.94% | +0.12 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +7.1% | 0.65% | +0.11 |
| T AT&T Inc. | Add +4.4% | 1.21% | +0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.1% | 3.53% | +0.09 |
| FAF First American Financial | Add +53.8% | 0.21% | +0.07 |
| TSN Tyson Foods Inc. Class A | Add +16.4% | 0.31% | +0.07 |
| D Dominion Energy Inc. | Add +7.4% | 0.60% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +58.7% | 0.15% | +0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +50.8% | 0.12% | +0.05 |
| CAG Conagra Brands Inc. | Add +5.0% | 0.55% | +0.04 |
| COF Capital One Financial Corp. | Add +42.5% | 0.11% | +0.04 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +91.7% | 0.08% | +0.04 |
| BBWI Bath & Body Works Inc. | Add +61.5% | 0.07% | +0.03 |
| EOG EOG Resources Inc. | New | 0.03% | +0.03 |
| SHV iShares 0-1 Year Treasury Bo | Add +7.3% | 0.50% | +0.03 |
| WFC Wells Fargo & Co. | Add +10.7% | 0.14% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.03% | +0.03 |
| LYB Lyondellbasell Indu Class A | Add +9.6% | 0.18% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | New | 0.03% | +0.03 |
| SCHD Schwab US DVD Equity ETF | New | 0.02% | +0.02 |
| TRV The Travelers Cos Inc. | New | 0.02% | +0.02 |
| IHI iShares U.S. Medical Devices | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | Add +2.7% | 0.91% | +0.02 |
| EW Edwards Lifesciences Corp. | Add +6.6% | 0.09% | +0.02 |
| KLAC KLA Corp. | Add +5.0% | 0.11% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +10.0% | 0.13% | +0.02 |
| PSA Public Storage | Add +9.1% | 0.64% | +0.02 |
| AEP American Electric Power | Add +21.9% | 0.09% | +0.02 |
| COP Conocophillips | Add +10.3% | 0.11% | +0.02 |
| NI Nisource Inc. | Add +19.2% | 0.08% | +0.02 |
| FANG Diamondback Energy Inc. | Add +21.6% | 0.04% | +0.02 |
| GPN Global Payments Inc. | Add +40.7% | 0.04% | +0.01 |
| SLB SLB Ltd. | Add +24.1% | 0.06% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +9.5% | 0.09% | +0.01 |
| KMX Carmax Inc. | Add +17.2% | 0.05% | +0.01 |
| VEEV Veeva Systems Inc. Class A | Add +7.3% | 0.06% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 211 | $882.6M | IVW, VGSH, VCSH, VOO, IVE |
| Q1 2026 | 206 | $801.3M | VGSH, IVW, VCSH, IVE, VCIT |
| Q4 2025 | 204 | $797.1M | IVW, VGSH, VCSH, IVE, AAPL |
| Q3 2025 | 204 | $814.9M | IVW, VGSH, VCSH, IVE, MSFT |
| Q2 2025 | 205 | $789.8M | IVW, VGSH, IVE, VCSH, VCIT |
| Q1 2025 | 206 | $775.0M | VGSH, IVW, IVE, VCSH, VCIT |
| Q4 2024 | 210 | $789.9M | IVW, VGSH, IVE, VCSH, AAPL |
| Q3 2024 | 213 | $859.1M | VGSH, IVW, IVE, VCSH, VCIT |
| Q2 2024 | 214 | $830.2M | IVW, VGSH, IVE, VCIT, VCSH |
| Q1 2024 | 218 | $841.4M | IVW, VGSH, IVE, VCSH, VCIT |